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EVV

Eaton Vance Limited Duration Income Fund
EVV

128 hedge funds and large institutions have $451M invested in Eaton Vance Limited Duration Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $427M → $451M (+$24.4M)

1.87% more ownership

Funds ownership: 26.11% → 27.98% (+1.9%)

2% more funds holding

Funds holding: 126 → 128 (+2)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
41
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$15.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.97M
3
LCM
Laurion Capital Management
New York
+$2.98M
4
1CP
1607 Capital Partners
Virginia
+$2.87M
5
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.1M
2
WIA
Westbourne Investment Advisors
Maryland
-$1.9M
3
HK
Horizon Kinetics
New York
-$1.72M
4
NMC
Nine Masts Capital
Hong Kong
-$1.67M
5
PCM
Pointe Capital Management
Michigan
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
51
Infrastructure Capital Advisors
New York
$635K +$620K +46,268 New
EDRIA
52
Edmonds Duncan Registered Investment Advisors
Kansas
$602K +$111K +8,313 +23%
PMG
53
ProVise Management Group
Florida
$596K -$16.2K -1,207 -3%
CI
54
Conning Inc
Connecticut
$577K – – –
GWM
55
Greenwich Wealth Management
Connecticut
$570K +$5.25K +392 +1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$570K +$72.4K +5,405 +15%
V
57
Veritable
Delaware
$557K – – –
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$556K +$576 +43 +0.1%
OC
59
Oarsman Capital
Wisconsin
$544K -$42.2K -3,150 -7%
GC
60
Guggenheim Capital
Illinois
$515K -$101K -7,528 -17%
MFS
61
MSI Financial Services
Massachusetts
$509K -$315K -23,491 -39%
SA
62
Strategic Advisors
New York
$499K -$154K -11,472 -24%
OC
63
Oppenheimer & Co
New York
$490K +$185K +13,810 +63%
ACM
64
Alethea Capital Management
Washington
$440K – – –
SRC
65
Shufro Rose & Co
New York
$428K +$418K +31,200 New
AG
66
Advisor Group
Arizona
$415K -$5.21K -389 -1%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$360K -$44.2K -3,300 -11%
MIG
68
Mariner Investment Group
New York
$335K – – –
WA
69
WealthTrust Axiom
Pennsylvania
$308K +$214 +16 +0.1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$305K +$298K +22,250 New
HCMT
71
Highland Capital Management (Texas)
Texas
$302K – – –
KA
72
Kovack Advisors
Florida
$299K +$31.8K +2,375 +12%
BW
73
Biegel & Waller
Maryland
$277K +$264K +19,682 New
VKH
74
Virtu KCG Holdings
New York
$276K +$270K +20,139 New
WS
75
Wedbush Securities
California
$268K -$37K -2,764 -12%
1 2
3
4 5

EVV Hedge Fund Activity: Q4 2016 in Review

128 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2016, worth a combined $451M — up 5.7% from $427M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVV positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.6M. The largest seller was UBS Group, cutting an estimated $2.1M.

  • 128 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2016, up from 126 in Q3 2016.
  • Funds reported $451M of Eaton Vance Limited Duration Income Fund stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2016 and 16 closed out, a net change of +3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $15.6M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2016 was UBS Group, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2016.